MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.1M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$90.6K
3
+$72.5K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$71.5K
5
DUK icon
Duke Energy
DUK
+$43.1K

Top Sells

1
+$78.1K
2
+$53.2K
3
+$38.3K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$35.5K
5
MMM icon
3M
MMM
+$35K

Sector Composition

1 Technology 4.68%
2 Industrials 1.62%
3 Consumer Discretionary 1.55%
4 Healthcare 0.87%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7.15K 0.01%
+39
302
$7.03K 0.01%
+270
303
$7.03K 0.01%
14
304
$6.92K 0.01%
13
-21
305
$6.87K 0.01%
130
+2
306
$6.8K 0.01%
15
307
$6.72K 0.01%
89
308
$6.62K 0.01%
71
309
$6.59K 0.01%
39
+18
310
$6.53K 0.01%
128
311
$6.51K 0.01%
134
312
$6.46K 0.01%
115
+100
313
$6.44K 0.01%
+263
314
$6.39K 0.01%
42
+18
315
$6.38K 0.01%
241
+15
316
$6.24K 0.01%
26
+1
317
$6.18K 0.01%
251
+2
318
$6.15K 0.01%
287
319
$6.1K 0.01%
5,000
320
$6.02K 0.01%
125
321
$6K 0.01%
167
322
$5.99K 0.01%
93
323
$5.98K 0.01%
82
324
$5.95K 0.01%
15
325
$5.84K 0.01%
+339
11 12
13
14 15